Position in HELE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$292,152
New position
Shares Held
10,050
first reported quarter
Ownership
0.043%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#110
of 199 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Merit Financial Group, LLC holds $61,971,453 across 12 Household & Personal Products names. HELE ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
303,349 | $44,483,092 | |
| 2 | CL |
Colgate Palmolive Co
|
50,926 | $4,668,890 | |
| 3 | EL |
Estee Lauder Companies Inc
|
45,906 | $3,624,275 | |
| 4 | UL |
Unilever PLC
|
43,077 | $2,589,786 | |
| 5 | KMB |
Kimberly Clark Corp
|
21,292 | $2,337,218 | |
| 6 | KVUE |
Kenvue Inc.
|
77,207 | $1,475,421 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
11,157 | $1,080,886 | |
| 8 | CLX |
Clorox Co /De/
|
6,874 | $656,051 |
All Filings in HELE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,152 | 10,050 | Shares | Other | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||